Why exactly do we think Balaji is a genius mind? He strikes me as someone heavily invested in a maximalist version of something he’s seen as the at the forefront of, but I’ve never really found any of his writing or ideas compelling.
I mean lots of other people I respect hold him in high regard (e.g. Andreessen), he has achieved some measure of success in business, and I've watched many of his lectures and think that he's quite intelligent. I don't find many of his ideas around crypto stuff compelling but I still think he's got a brilliant mind.